Strategic Financial Advisor
Top Benefits
About the role
Company Description Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model. Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.
Role Description This is a full-time hybrid role for a Financial Advisor based in Markham, ON, with flexibility for some work-from-home arrangements. The Financial Advisor will work closely with clients to understand their financial goals and design strategic plans to address needs such as financial planning, retirement planning, and investment management. The role involves building long-term client relationships, providing expert advice on financial products, and staying updated on industry regulations to ensure compliance.
Why Join Us? Unlimited income potential (performance-based compensation) Comprehensive training and mentorship—no prior experience required Flexible hybrid work model Access to a wide range of top-tier financial products and solutions Opportunity to build your own business with the backing of a trusted national brand Clear path for career advancement and leadership opportunities
Qualifications (Ideal for New Advisors) Strong interest in financial planning, investments, and wealth management Basic understanding of financial concepts (full training and mentorship provided) Excellent communication and relationship-building skills A people-first mindset with a passion for helping others succeed financially Highly motivated with a strong work ethic and entrepreneurial drive Coachable, growth-oriented, and eager to build a long-term career Strong problem-solving and analytical thinking abilities Ability to work independently while thriving in a team environment Commitment to obtaining required licenses (LLQP); advanced designations (CFP, CLU) are an asset
Not the right fit? Search for Strategic Financial Advisor jobs in Markham, Ontario, Canada
About Desjardins Financial Security Independent Network - ON Central
At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a "people's bank." The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.
Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg (2014). Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New-Brunswick, the network has more than 1,600* financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance1. More information on www.dfsin.ca.
- As of March 31, 2016 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.
Similar Jobs
Strategic Financial Advisor
Top Benefits
About the role
Company Description Desjardins Financial Security Independent Network, along with SFL Wealth Management in Quebec and New Brunswick, forms a robust distribution network specializing in wealth management. With a team of 1,500 independent advisors, we provide tailored financial solutions to help clients navigate every stage of life. Supported by the strength of Desjardins, Canada’s leading co-operative financial group, we combine reliability with the flexibility of a multi-supplier model. Clients benefit from expert advice and a comprehensive suite of financial products and services. As a DFSIN advisor, your product shelf extends beyond DFSIN, giving you access to solutions and support from leading insurance manufacturers such as Manulife, Sun Life, Canada Life, and Industrial Alliance, etc.
Role Description This is a full-time hybrid role for a Financial Advisor based in Markham, ON, with flexibility for some work-from-home arrangements. The Financial Advisor will work closely with clients to understand their financial goals and design strategic plans to address needs such as financial planning, retirement planning, and investment management. The role involves building long-term client relationships, providing expert advice on financial products, and staying updated on industry regulations to ensure compliance.
Why Join Us? Unlimited income potential (performance-based compensation) Comprehensive training and mentorship—no prior experience required Flexible hybrid work model Access to a wide range of top-tier financial products and solutions Opportunity to build your own business with the backing of a trusted national brand Clear path for career advancement and leadership opportunities
Qualifications (Ideal for New Advisors) Strong interest in financial planning, investments, and wealth management Basic understanding of financial concepts (full training and mentorship provided) Excellent communication and relationship-building skills A people-first mindset with a passion for helping others succeed financially Highly motivated with a strong work ethic and entrepreneurial drive Coachable, growth-oriented, and eager to build a long-term career Strong problem-solving and analytical thinking abilities Ability to work independently while thriving in a team environment Commitment to obtaining required licenses (LLQP); advanced designations (CFP, CLU) are an asset
Not the right fit? Search for Strategic Financial Advisor jobs in Markham, Ontario, Canada
About Desjardins Financial Security Independent Network - ON Central
At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a "people's bank." The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.
Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg (2014). Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New-Brunswick, the network has more than 1,600* financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance1. More information on www.dfsin.ca.
- As of March 31, 2016 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.